Estate Planning

Grand Rapids-based Estate Planning Services

Protecting your family legacy while minimizing estate taxes

Your legacy is deeply personal. We understand that planning for the future is about more than accumulating assets during your lifetime. It is also about leaving a financial legacy for the people and causes that matter most to you. That is why we partner with estate planning attorneys to assist in providing estate planning solutions tailored to your specific legacy goals.

  • Wills & Living wills
  • Healthcare powers of attorney & Durable powers of attorney 
  • Revocable living trusts & Irrevocable living trusts 
  • Charitable trusts & Family foundations

Hill Island Financial’s investment adviser representatives are not attorneys and Hill Island is not engaged in the practice of law. We partner with qualified estate planning attorneys who prepare all legal documents and render legal advice.

How can we help?

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We take a collaborative team approach. Our team members have diverse professional backgrounds and demonstrate the highest level of integrity and commitment to clients.

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor.